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AMZN

Name Holding Trade Value Shares
Change 		Change in
Stake
NF
4751
NavPoint Financial
Minnesota
$751K +$7.02K +31 +0.9%
MSWM
4752
Mowery & Schoenfeld Wealth Management
Illinois
$751K -$32.6K -144 -4%
FS
4753
Financial Symmetry
North Carolina
$751K +$9.05K +40 +1%
CWM
4754
Core Wealth Management
Florida
$751K +$18.6K +82 +2%
ITB
4755
Idaho Trust Bank
Idaho
$750K -$36.7K -162 -5%
PAM
4756
Pacific Asset Management
Washington
$750K +$543K +2,401 +237%
TPWM
4757
Twelve Points Wealth Management
Massachusetts
$750K +$40.3K +178 +5%
WAM
4758
Worth Asset Management
Texas
$750K +$18.6K +82 +2%
WAM
4759
Weinberger Asset Management
California
$749K +$82.2K +363 +12%
SMCM
4760
Sky-Mountain Capital Management
Idaho
$747K -$226K -1,000 -23%
MRI
4761
Mad River Investors
Massachusetts
$747K +$770K +3,400 New
VW
4762
Veridan Wealth
Oregon
$745K +$768K +3,394 New
PWM
4763
Praetorian Wealth Management
California
$745K +$768K +3,391 New
AA
4764
AJ Advisors
Tennessee
$743K -$14K -62 -2%
KRW
4765
Kaufman Rossin Wealth
Florida
$743K -$21.3K -94 -3%
B
4766
BetterWealth
California
$742K -$67K -296 -8%
ORAM
4767
One River Asset Management
Connecticut
$741K +$757K +3,346 New
TAM
4768
Trillium Asset Management
Massachusetts
$740K -$2.49K -11 -0.3%
PSA
4769
Plum Street Advisors
Louisiana
$740K – – –
SCM
4770
Stonehearth Capital Management
Massachusetts
$738K +$40.7K +180 +6%
LFS
4771
Lutz Financial Services
Nebraska
$737K -$679 -3 -0.1%
PWP
4772
Phillips Wealth Planners
Mississippi
$736K +$43.5K +192 +6%
NWM
4773
Napa Wealth Management
California
$735K -$225K -994 -23%
MWM
4774
Momentous Wealth Management
Washington
$734K -$67.2K -297 -8%
CAM
4775
Claret Asset Management
Quebec, Canada
$734K +$58.4K +258 +8%
189 190
191
192 193